Mutual Advisors, LLC Purchases in Q4 2024

Mutual Advisors, LLC

  • $3.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
779
+ 1.91%
$106.48 - $124.69 $82.9K - $97.1K
41.5K $4.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
503
+ 5.54%
$216.72 - $244.71 $109K - $123K
9.58K $2.25M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.34K
New
$39.4 - $40.57 $250K - $257K
6.34K $254K
PFIX
Simplify ETF Simplify Int Rate

ETFs
4.84K
New
$39.93 - $52.66 $193K - $255K
4.84K $253K
MSTR
Microstrategy Inc

Technology
852
New
$162.69 - $473.83 $139K - $404K
852 $246K
SOXX
Ishares Semiconductor ETF

ETFs
1.28K
+ 58.83%
$211.27 - $239.8 $271K - $308K
3.46K $746K
EWS
Ishares Inc Msci Singapore ETF

ETFs
11.1K
New
$21.36 - $23.24 $238K - $259K
11.1K $243K
TFC
Truist Financial Corp

Financial Services
5.1K
+ 16.26%
$41.51 - $48.1 $212K - $245K
36.5K $1.58M
DK
Delek Us Holdings, Inc.

Energy
13.7K
+ 26.29%
$15.4 - $20.37 $211K - $279K
65.8K $1.22M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.3K
New
$129.13 - $198.21 $167K - $257K
1.3K $240K
POWL
Powell Industries Inc

Industrials
1.06K
New
$221.65 - $352.37 $234K - $372K
1.06K $233K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.83K
+ 15.05%
$50.35 - $50.69 $243K - $245K
36.9K $1.86M
CCL
Carnival Corp

Consumer Cyclical
5.06K
+ 31.33%
$17.34 - $26.8 $87.7K - $136K
21.2K $528K
IYC
Ishares U.S. Consumer Discreti

ETFs
1.05K
+ 6.69%
$85.96 - $101.28 $89.8K - $106K
16.7K $1.6M
C
Citigroup Inc

Financial Services
1.42K
+ 8.77%
$61.31 - $72.5 $86.9K - $103K
17.6K $1.24M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.61K
New
N/A
3.61K $225K
NXPI
Nxp Semiconductors N.V.

Technology
1.07K
New
$207.27 - $255.58 $222K - $274K
1.07K $222K
URI
United Rentals, Inc.

Industrials
311
New
$704.44 - $880.32 $219K - $274K
311 $219K
JCPB
J P Morgan Exchange Traded Fd

ETFs
17.5K
+ 6.4%
$46.07 - $48.17 $805K - $842K
290K $13.4M
BJAN
Innovator U.S. Equity Buffer E

ETFs
4.43K
New
$46.38 - $47.95 $205K - $212K
4.43K $212K
ANSS
Ansys Inc

Technology
625
New
$313.05 - $361.45 $196K - $226K
625 $210K
KR
Kroger CO

Consumer Defensive
3.42K
New
$55.21 - $63.3 $189K - $217K
3.42K $209K
AAP
Advance Auto Parts Inc

Consumer Cyclical
54
+ 0.22%
$35.69 - $47.44 $1.93K - $2.56K
24.8K $1.17M
NEE
Nextera Energy Inc

Utilities
6.05K
+ 34.06%
$69.77 - $85.43 $422K - $517K
23.8K $1.71M
ROKU
Roku, Inc

Communication Services
2.75K
New
$64.08 - $84.12 $176K - $232K
2.75K $204K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.08K
New
$185.87 - $204.12 $201K - $220K
1.08K $203K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.84K
+ 7.22%
$73.49 - $86.09 $135K - $158K
27.3K $2.1M
STT
State Street Corp

Financial Services
2.06K
New
$85.96 - $100.78 $177K - $208K
2.06K $202K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.4K
New
$36.71 - $37.55 $198K - $203K
5.4K $201K
DGX
Quest Diagnostics Inc

Healthcare
1.46K
New
N/A
1.46K $200K
RMD
Resmed Inc

Healthcare
876
New
$228.69 - $256.07 $200K - $224K
876 $200K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
320
+ 3.36%
$110.69 - $154.48 $35.4K - $49.4K
9.85K $1.25M
ARES
Ares Management Corp

Financial Services
620
+ 14.64%
$153.38 - $183.7 $95.1K - $114K
4.86K $859K
AOS
Smith A O Corp

Industrials
2.93K
New
$68.02 - $88.94 $199K - $261K
2.93K $199K
HUBS
Hubspot Inc

Technology
287
New
$514.07 - $757.4 $148K - $217K
287 $199K
CHWY
Chewy, Inc.

Consumer Cyclical
5.91K
New
$26.51 - $35.87 $157K - $212K
5.91K $197K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8.5K
+ 68.48%
$23.02 - $23.23 $196K - $197K
20.9K $482K
PARR
Par Pacific Holdings, Inc.

Energy
15.5K
+ 30.89%
$15.09 - $19.32 $234K - $300K
65.7K $1.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.03K
+ 7.76%
$50.67 - $50.9 $204K - $205K
55.9K $2.84M
IWB
Ishares Tr Russell 1000 ETF

ETFs
454
+ 7.62%
$311.11 - $335.64 $141K - $152K
6.42K $2.07M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.31K
+ 18.22%
$48.33 - $49.08 $208K - $211K
28K $1.35M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.83K
+ 79.77%
$65.08 - $73.72 $184K - $208K
6.37K $421K
CORN
Teucrium Commodity Trust

ETFs
10K
New
$17.57 - $18.78 $176K - $188K
10K $187K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
146
+ 2.03%
$47.29 - $84.74 $6.9K - $12.4K
7.33K $546K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
23.7K
+ 93.28%
$7.22 - $8.05 $171K - $191K
49.2K $376K
FSIG
First Tr ETF Iv LTD Duration I
11.7K
+ 9.65%
$18.8 - $19.23 $220K - $225K
133K $2.51M
OWL
Blue Owl Capital Inc.

Financial Services
2.94K
+ 10.11%
$19.51 - $24.81 $57.3K - $72.8K
32K $743K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
490
+ 1.11%
$42.05 - $48.31 $20.6K - $23.7K
44.7K $2.07M
FVD
First Tr Value Line Divid Inde

ETFs
7.59K
+ 8.67%
$43.4 - $46.7 $329K - $354K
95K $4.15M
Activity Summary
Buys All Purchases 509 New Holdings 64 Increased Positions 445 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 1 Puts 1
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